Meryl Witmer: Likes Titanium Dioxide Stocks

1/28/2011 11:23PM

Meryl Witmer, general partner at Eagle Capital Partners, talks to Barron's Michael Santoli at the Roundtable conference about some of her stock favorites. Two are involved in the production of titanium dioxide -- Rockwood Holdings and Tronox.

This transcript has been automatically generated and may not be 100% accurate.

... my graduate Barron's Roundtable joined by random number Merrill wouldn't ... it be ... your individual stock ideas ... that you can ... help you out with ... two related to eighteen dioxide ... which gives ... the evidence that the press has Rotblut in a tepid produced a change and outsize and also with him ... on to great company is run as a terrific CEO really love ... and it's just a very cheap stock that I think people are unaware of it was an LBO and KKR ... it's come public and the numbers are too free cash flow and that ... for eighteen a share ... in two thousand and eleven stock is thirty ... we see that growing to about four fifteen two thousand twelve ... and our targets fifty ... or sixty and stock ... the other one ... is China says it also makes a team that's that's all it ... was ... an intoxicating dioxide is a really important product in the world ... it's using paints and plastics for durability and opacity ... and for example if you don't have a team dioxide in automobile paint a house be ... the Rainbow literally watched Pete officer was ... so it's very important in China is coming out of bankruptcy order made emerge ... conditions ... and time ... reading than a penny be somewhere between a fifty ... dollars a share ... in two thousand and eleven he broke from the air ... and it said in nineteen eighty five dollars top ... end of the things exciting things that they take what's going on in ... the industry that is actually in their own capital was in the downturn ... for decades overcapacity ... and taking in that time the industry ... and in the downturn finally I gave the effect is to companies to shut down its financial capacity so it's really gonna ... to me and is that ... they can increase the supply ... and have pricing power ... at next week's they really deserve ... and stocks is still trading quite a bit below replacement cost ... so that ... that means they have more friends ... since Chavez said ... no one will ... spend money to build their capacity ... shares ... in explosives and Woodrow ... this is my two boys from Barron's around you ...